Creating and managing saved schedules

A saved schedule is a reusable set of filters for the Schedule page. Saved schedules make it easy to return to the same view, and they define which events a schedule viewer is allowed to see.

Who can manage saved schedules?

Directors, Administrators, and Instructors with Scheduling Coordinator permissions can create, update, and delete saved schedules.

Create a saved schedule

1. Go to the Schedule page.
2. Tap Filter in the upper-right corner.
3. Choose the criteria for the events you want the schedule to include. You can filter by items such as title, attendees, program or cohort, location, learning activity, and tags.
4. Review the events on the Schedule page and adjust the filters if needed.
5. Open Filter again, then tap Save as Schedule.
6. Enter a unique, descriptive name and tap Save.

The saved schedule is now available in the Schedule picker at the top of the Schedule Filter. It is also available when you invite or edit a schedule viewer.

Choose a name that will make sense to other people

Names such as “Paramedic Clinicals” or “Fall EMT Ride Time” are easier to recognize than generic names such as “Schedule 1.”

Open a saved schedule

1. Go to the Schedule page.
2. Tap Filter.
3. Select a saved schedule from the Schedule picker.
4. Close the Schedule Filter to view the matching events.

Update a saved schedule

1. Open the saved schedule from the Schedule picker.
2. Change its filter criteria.
3. Tap Save Schedule.
4. Keep the existing name and confirm Overwrite, or enter a new name, then tap Save.

Changes apply anywhere that saved schedule is used, including schedule viewers who are authorized for it.

Delete a saved schedule

1. Open the saved schedule from the Schedule picker.
2. Tap Delete Schedule.
3. Confirm the deletion.

Before deleting a schedule, review any schedule viewers who use it and assign them another saved schedule if needed. See Inviting and managing schedule viewers.